康鹏科技CDMO业务放量 上半年实现营收4.36亿元

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 436 million yuan, a year-on-year growth of 27.94%, and net profit of 31.02 million yuan, a substantial increase of 257.08% [1][2] Financial Performance - The operating cash flow net amount was 77.64 million yuan, reflecting a year-on-year increase of 197.2% [1] - Research and development expenses amounted to 36.13 million yuan, accounting for 8.28% of total revenue [2] - Total assets as of June 30, 2025, were 3.245 billion yuan, a slight decrease of 0.32% from the previous year, while net assets attributable to shareholders increased by 1.36% to 2.810 billion yuan [2] Business Segments - The CDMO business experienced notable growth driven by industry trends and customer order cycles, establishing long-term partnerships with leading pharmaceutical companies like Eli Lilly and Bayer [2] - The new materials segment saw stable revenue, although affected by a decline in lithium carbonate prices, impacting product pricing [2] - The company maintains strong competitiveness in display materials, new energy battery materials, and electronic chemicals, supported by ongoing optimization of product structure and production processes [2] Future Outlook - The company plans to deepen its focus on new materials and CDMO sectors, enhancing product competitiveness in response to market demands [3] - In the CDMO sector, the company aims to strengthen collaborations with multinational pharmaceutical firms and explore emerging areas such as peptides, while leveraging global innovative drug policy opportunities [3]